ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,607,337 | +2.2% | 55,183 | +5.4% | 0.00% | 0.0% |
| Q2 2023 | $3,530,658 | +18.7% | 52,353 | +14.6% | 0.00% | +50.0% |
| Q1 2023 | $2,974,964 | -7.5% | 45,698 | -7.7% | 0.00% | -33.3% |
| Q4 2022 | $3,216,676 | +20.1% | 49,510 | +6.6% | 0.00% | 0.0% |
| Q3 2022 | $2,679,000 | -3.6% | 46,425 | +3.2% | 0.00% | 0.0% |
| Q2 2022 | $2,779,000 | +16.8% | 44,988 | +31.7% | 0.00% | +50.0% |
| Q1 2022 | $2,380,000 | -4.1% | 34,168 | -3.5% | 0.00% | 0.0% |
| Q4 2021 | $2,482,000 | +5.9% | 35,416 | -0.8% | 0.00% | 0.0% |
| Q3 2021 | $2,343,000 | +16.2% | 35,684 | +17.6% | 0.00% | 0.0% |
| Q2 2021 | $2,017,000 | +31.3% | 30,355 | +25.9% | 0.00% | 0.0% |
| Q1 2021 | $1,536,000 | +24.1% | 24,112 | +12.7% | 0.00% | 0.0% |
| Q4 2020 | $1,238,000 | +3.6% | 21,388 | -8.6% | 0.00% | 0.0% |
| Q3 2020 | $1,195,000 | -8.5% | 23,397 | -12.5% | 0.00% | 0.0% |
| Q2 2020 | $1,306,000 | +0.6% | 26,740 | -9.1% | 0.00% | -33.3% |
| Q1 2020 | $1,298,000 | -83.4% | 29,432 | -78.0% | 0.00% | -78.6% |
| Q4 2019 | $7,816,000 | +9.5% | 133,578 | +2.5% | 0.01% | -6.7% |
| Q3 2019 | $7,140,000 | +4.2% | 130,354 | +2.8% | 0.02% | 0.0% |
| Q2 2019 | $6,851,000 | -51.8% | 126,769 | -53.1% | 0.02% | -53.1% |
| Q1 2019 | $14,214,000 | +136.9% | 270,429 | +115.5% | 0.03% | +100.0% |
| Q4 2018 | $6,000,000 | -20.8% | 125,517 | -11.4% | 0.02% | -11.1% |
| Q3 2018 | $7,574,000 | +12.9% | 141,676 | +7.5% | 0.02% | 0.0% |
| Q2 2018 | $6,706,000 | +5.4% | 131,779 | +4.5% | 0.02% | 0.0% |
| Q1 2018 | $6,364,000 | -3.0% | 126,160 | +0.8% | 0.02% | -10.0% |
| Q4 2017 | $6,562,000 | +180.9% | 125,175 | +167.6% | 0.02% | +150.0% |
| Q3 2017 | $2,336,000 | +6.1% | 46,771 | +3.9% | 0.01% | 0.0% |
| Q2 2017 | $2,201,000 | +9.2% | 45,024 | +7.6% | 0.01% | -42.9% |
| Q1 2017 | $2,016,000 | +119.8% | 41,848 | +116.3% | 0.01% | +100.0% |
| Q4 2016 | $917,000 | +9.8% | 19,348 | +1.7% | 0.01% | -12.5% |
| Q3 2016 | $835,000 | +22.6% | 19,032 | +20.3% | 0.01% | +33.3% |
| Q2 2016 | $681,000 | -56.6% | 15,819 | -58.5% | 0.01% | +50.0% |
| Q1 2016 | $1,568,000 | +21.3% | 38,103 | +21.2% | 0.00% | 0.0% |
| Q4 2015 | $1,293,000 | +91.8% | 31,442 | +89.8% | 0.00% | 0.0% |
| Q3 2015 | $674,000 | -5.7% | 16,567 | -0.3% | 0.00% | 0.0% |
| Q2 2015 | $715,000 | +8.0% | 16,623 | +7.8% | 0.00% | +33.3% |
| Q1 2015 | $662,000 | +8.7% | 15,414 | +12.6% | 0.00% | 0.0% |
| Q4 2014 | $609,000 | -9.0% | 13,690 | -13.8% | 0.00% | -25.0% |
| Q3 2014 | $669,000 | +8.6% | 15,874 | +10.5% | 0.00% | 0.0% |
| Q2 2014 | $616,000 | +2.0% | 14,366 | -2.7% | 0.00% | 0.0% |
| Q1 2014 | $604,000 | -4.9% | 14,760 | -6.4% | 0.00% | 0.0% |
| Q4 2013 | $635,000 | -23.4% | 15,772 | -29.0% | 0.00% | -33.3% |
| Q3 2013 | $829,000 | -9.2% | 22,227 | -12.8% | 0.01% | -14.3% |
| Q2 2013 | $913,000 | – | 25,498 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,931,505 | $285,535,000 | 14.58% |
| Horst & Graben Wealth Management LLC | 581,718 | $33,681,000 | 11.61% |
| Compton Wealth Advisory Group, LLC | 140,522 | $8,136,000 | 5.07% |
| Global Wealth Management Investment Advisory, Inc. | 144,469 | $8,365,000 | 3.24% |
| Simplicity Solutions, LLC | 2,166,390 | $125,434,000 | 1.86% |
| AE Wealth Management LLC | 2,212,817 | $128,122,000 | 1.45% |
| BRYN MAWR TRUST Co | 254,695 | $14,747,000 | 0.62% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,552 | $3,853,000 | 0.62% |
| NinePointTwo Capital LLC | 22,780 | $1,319,000 | 0.54% |
| TIAA, FSB | 1,997,321 | $115,645,000 | 0.43% |